Zuckerman Investment Group, LLC

Position in BMY — Bristol Myers Squibb Co

CIK 1423296 CHICAGO, IL

Position in BMY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$336,731

+$9,828 QoQ

Shares Held

5,844

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,797

of 2,506 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Zuckerman Investment Group, LLC holds $39,445,591 across 6 Drug Manufacturers - General names. BMY ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	129,804	$32,663,878
2	JNJ	Johnson & Johnson	13,712	$3,482,436
3	MRK	Merck & Co., Inc.	12,036	$1,546,626
4	LLY	ELI LILLY & Co	942	$1,129,863
5	BMY	Bristol Myers Squibb Co This page	5,844	$336,731
6	NVO	Novo Nordisk A S	5,967	$286,057

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,731	5,844	+8.4%	Shares	Sole	2026-08-14
2026-03-31	$326,903	5,390	-65.0%	Shares	Sole	2026-05-15
2025-12-31	$830,136	15,390	-63.8%	Shares	Sole	2026-02-13
2025-09-30	$1,919,005	42,550	+0.8%	Shares	Sole	2025-11-13
2025-06-30	$1,953,530	42,202	0.0%	Shares	Sole	2025-08-15
2025-03-31	$2,573,899	42,202	0.0%	Shares	Sole	2025-05-14
2024-12-31	$2,386,945	42,202	-17.8%	Shares	Sole	2025-02-13
2024-09-30	$2,656,279	51,339	+19.0%	Shares	Sole	2024-11-13
2024-06-30	$1,791,604	43,140	+228.3%	Shares	Sole	2024-08-12
2024-03-31	$712,582	13,140	-9.8%	Shares	Sole	2024-05-15
2023-12-31	$747,073	14,560	+2.5%	Shares	Sole	2024-02-14
2023-09-30	$824,168	14,200	-4.3%	Shares	Sole	2023-11-15
2023-06-30	$949,018	14,840	0.0%	Shares	Sole	2023-08-15
2023-03-31	$1,028,560	14,840	-1.5%	Shares	Sole	2023-05-12
2022-12-31	$1,084,358	15,071	-16.9%	Shares	Sole	2023-02-15
2022-09-30	$1,288,861	18,130	+111.9%	Shares	Sole	2022-11-07
2022-06-30	$658,889	8,557	+1.7%	Shares	Sole	2022-08-15
2022-03-31	$614,255	8,411	0.0%	Shares	Sole	2022-05-16
2021-12-31	$524,425	8,411	-54.6%	Shares	Sole	2022-02-14
2021-09-30	$1,097,130	18,542	+0.2%	Shares	Sole	2021-11-12
2021-06-30	$1,236,170	18,500	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,167,905	18,500	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.